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Module
Module 4 of 5Lesson 3 of 3~10 min

Qualify leads and prepare follow-ups

An automatic score does not replace your judgment about a prospect. This lesson shows you how to have AI apply a written rubric to minimized data while you keep the call on priority. You also prepare follow-ups that respect the rules on email prospecting.

Take this lesson: your first course is freeSee the full syllabus

Lesson objective

By the end of this lesson, you will be able to qualify a lead with a written grid applied by AI to minimized data, keep the priority decision for yourself, and prepare follow-ups that respect the rules on email marketing.

Topics covered

  • lead qualification
  • real estate prospecting
  • follow-up emails
  • email marketing rules

Where it fits

Speed up sales tasks without losing reliability

How do I use AI for listings, valuations and leads without exposing the agency?

Lessons in this module

  1. Write compliant listings with AI
  2. Value from DVF comparables, not from the AI's memory
  3. Qualify leads and prepare follow-ups (this lesson)

What you will learn in the course

This lesson is part of the course AI for real estate professionals (France)

  • Identify the tasks in your work to hand to AI and the points where human checking is mandatory.
  • Prepare client data in line with the GDPR before any AI processing (minimize, pseudonymize or anonymize, choose the tool and plan).
  • Build a rental yield spreadsheet with AI (gross yield, net yield, cash flow, three scenarios) and check its formulas against a case worked out by hand.
  • Check a tax or regulatory claim produced by AI against a dated official source, and recognize when to consult a professional.
  • Write a listing with AI that includes the mandatory notices and no unverifiable claim.
  • Produce a reasoned valuation range from DVF comparables given to the AI, and qualify a lead with an explicit grid, explaining the limits of each result.
  • Specify a field prospecting app, validate it in a spreadsheet, then prototype it without code, listing what is missing for production use.

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